See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,997 | $76,738+61.6% | $56,411+119.8% | $145,922-15.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 4.96% | 2994.23%-2989.3pp | 1701.33%-1696.4pp | 561.29%-556.3pp |
| Employer contribution / active EE | $6,446 | $1,380+367.1% | $1,039+520.6% | $4,660+38.3% |
| Participant deferral / active EE | $3,123 | $2,623+19.1% | $1,952+60.0% | $6,688-53.3% |
| Admin fee / account holder | $247 | $3,334-92.6% | $2,829-91.3% | $13,397-98.2% |